DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Offices
Where advisors are leaving, and where they are arriving
An office is a firm and a branch city on IAPD. Advisors today is the count of people whose current registration lists that branch; a departure is a registration ending at the firm whose last listed branch was this city; a join is a current registration that began in the window. Teams are the lift-outs and arrivals on the teams page, placed at their top city. Breakaways in formation counts advisors at this office who are direct owners of an adviser first registered in the last year. Street addresses are not read.
| Firm | Office | Advisors | Joined 12m | Left 12m | Net | Rate | Teams out | Teams in | Forming |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS wirehouse | Charlotte, Nc | 620 | 144 | 43 | +101 | 6.9% | 7 | 3 | |
| WELLS FARGO ADVISORS wirehouse | St Louis, Mo | 1,138 | 205 | 34 | +171 | 3.0% | 1 | 2 | |
| WELLS FARGO ADVISORS wirehouse | Salt Lake City, Ut | 317 | 69 | 19 | +50 | 6.0% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | St Louis, Mo | 643 | 404 | 16 | +388 | 2.5% | 1 | 1 | |
| WELLS FARGO ADVISORS wirehouse | New York, Ny | 406 | 73 | 15 | +58 | 3.7% | 3 | 7 | |
| WELLS FARGO ADVISORS wirehouse | Houston, Tx | 320 | 53 | 14 | +39 | 4.4% | 2 | ||
| WELLS FARGO ADVISORS wirehouse | Jacksonville, Fl | 26 | 9 | 10 | -1 | 38% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Palo Alto, Ca | 113 | 15 | 9 | +6 | 8.0% | 3 | ||
| WELLS FARGO ADVISORS wirehouse | Scottsdale, Az | 236 | 26 | 8 | +18 | 3.4% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Mclean, Va | 200 | 35 | 8 | +27 | 4.0% | |||
| WELLS FARGO ADVISORS wirehouse | San Francisco, Ca | 149 | 19 | 8 | +11 | 5.4% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Sacramento, Ca | 88 | 5 | 8 | -3 | 9.1% | |||
| WELLS FARGO ADVISORS wirehouse | Tyler, Tx | 3 | 0 | 8 | -8 | 267% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Minneapolis, Mn | 407 | 50 | 7 | +43 | 1.7% | |||
| WELLS FARGO ADVISORS wirehouse | San Diego, Ca | 218 | 17 | 7 | +10 | 3.2% | 4 | 1 | |
| WELLS FARGO ADVISORS wirehouse | San Jose, Ca | 145 | 17 | 7 | +10 | 4.8% | 2 | 1 | |
| WELLS FARGO ADVISORS wirehouse | Greenville, Sc | 53 | 9 | 7 | +2 | 13% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Columbia, Md | 152 | 38 | 6 | +32 | 3.9% | |||
| WELLS FARGO ADVISORS wirehouse | Denver, Co | 146 | 17 | 6 | +11 | 4.1% | |||
| WELLS FARGO ADVISORS wirehouse | Chicago, Il | 138 | 23 | 6 | +17 | 4.3% | 1 | 1 | |
| WELLS FARGO ADVISORS wirehouse | Winter Park, Fl | 117 | 11 | 6 | +5 | 5.1% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Purchase, Ny | 110 | 14 | 6 | +8 | 5.5% | |||
| WELLS FARGO ADVISORS wirehouse | Las Vegas, Nv | 104 | 13 | 6 | +7 | 5.8% | 1 | 1 | |
| WELLS FARGO ADVISORS wirehouse | Houston, Tx | 8 | 4 | 6 | -2 | 75% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Florham Park, Nj | 6 | 1 | 6 | -5 | 100% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Irvine, Ca | 247 | 21 | 5 | +16 | 2.0% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Tarpon Springs, Fl | 223 | 18 | 5 | +13 | 2.2% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Fort Worth, Tx | 199 | 42 | 5 | +37 | 2.5% | 1 | 1 | |
| WELLS FARGO ADVISORS wirehouse | Boca Raton, Fl | 184 | 19 | 5 | +14 | 2.7% | 1 | 1 | |
| WELLS FARGO ADVISORS wirehouse | Bellevue, Wa | 118 | 19 | 5 | +14 | 4.2% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Naples, Fl | 108 | 14 | 5 | +9 | 4.6% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Coral Gables, Fl | 108 | 11 | 5 | +6 | 4.6% | |||
| WELLS FARGO ADVISORS wirehouse | Charleston, Sc | 104 | 15 | 5 | +10 | 4.8% | |||
| WELLS FARGO ADVISORS wirehouse | Fort Lauderdale, Fl | 75 | 7 | 5 | +2 | 6.7% | 2 | 1 | |
| WELLS FARGO ADVISORS wirehouse | Cincinnati, Oh | 62 | 7 | 5 | +2 | 8.1% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Charlottesville, Va | 36 | 5 | 5 | 0 | 14% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Naperville, Il | 25 | 2 | 5 | -3 | 20% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Brentwood, Tn | 23 | 3 | 5 | -2 | 22% | |||
| WELLS FARGO ADVISORS wirehouse | Bee Cave, Tx | 22 | 1 | 5 | -4 | 23% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Seattle, Wa | 213 | 37 | 4 | +33 | 1.9% | |||
| WELLS FARGO ADVISORS wirehouse | Birmingham, Al | 141 | 28 | 4 | +24 | 2.8% | |||
| WELLS FARGO ADVISORS wirehouse | Philadelphia, Pa | 128 | 25 | 4 | +21 | 3.1% | |||
| WELLS FARGO ADVISORS wirehouse | Atlanta, Ga | 120 | 14 | 4 | +10 | 3.3% | 1 | 1 | |
| WELLS FARGO ADVISORS wirehouse | Beverly Hills, Ca | 101 | 5 | 4 | +1 | 4.0% | 2 | ||
| WELLS FARGO ADVISORS wirehouse | Tampa, Fl | 99 | 12 | 4 | +8 | 4.0% | 2 | ||
| WELLS FARGO ADVISORS wirehouse | Westlake Village, Ca | 95 | 10 | 4 | +6 | 4.2% | |||
| WELLS FARGO ADVISORS wirehouse | Bloomington, Mn | 79 | 6 | 4 | +2 | 5.1% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Spokane, Wa | 27 | 2 | 4 | -2 | 15% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Little Rock, Ar | 24 | 1 | 4 | -3 | 17% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Bellingham, Wa | 18 | 1 | 4 | -3 | 22% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Cleveland, Oh | 14 | 0 | 4 | -4 | 29% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | La Jolla, Ca | 11 | 3 | 4 | -1 | 36% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Highlands Ranch, Co | 10 | 1 | 4 | -3 | 40% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Waco, Tx | 9 | 2 | 4 | -2 | 44% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | Austin, Tx | 143 | 25 | 3 | +22 | 2.1% | 1 | 1 | |
| WELLS FARGO ADVISORS wirehouse | Greenwood Village, Co | 127 | 18 | 3 | +15 | 2.4% | 1 | ||
| WELLS FARGO ADVISORS wirehouse | El Segundo, Ca | 117 | 14 | 3 | +11 | 2.6% | 1 | 1 | |
| WELLS FARGO ADVISORS wirehouse | Roseville, Ca | 110 | 8 | 3 | +5 | 2.7% | 1 | 1 | |
| WELLS FARGO ADVISORS wirehouse | Boise, Id | 110 | 19 | 3 | +16 | 2.7% | |||
| WELLS FARGO ADVISORS wirehouse | Vancouver, Wa | 108 | 17 | 3 | +14 | 2.8% |
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2,348 offices match.